Dunham & Associates Customer FAQ

Top Answers & How-to Guides

What is Dunham & Associates's Phone Number?

The question we are asked most often is about how to talk to Dunham & Associates customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I transfer my current investments to Dunham & Associates?

Yes, you can transfer your current investments to Dunham & Associates. We make the process simple and hassle-free. Our experienced...

Can I access my account online?

Yes, you can access your account online through our secure client portal. Our online platform offers a convenient and user-friendly...
Ask any question you have about Dunham & Associates customer service, get an answer now.

Services Offered

What services does Dunham & Associates offer?

Dunham & Associates offers a comprehensive range of services to meet the diverse needs of our clients. Our primary focus is on providing...

Fees

What are the fees for using Dunham & Associates' services?

The fees for using Dunham & Associates' services vary depending on the specific services and products chosen. We offer a range of investment...

Account Management

Can I transfer my current investments to Dunham & Associates?

Yes, you can transfer your current investments to Dunham & Associates. We make the process simple and hassle-free. Our experienced...

Can I access my account online?

Yes, you can access your account online through our secure client portal. Our online platform offers a convenient and user-friendly...

How often can I expect to receive statements and reports?

At Dunham & Associates, we strive to provide you with accurate financial statements and reports on a regular basis. You can expect...

Can I make changes to my investment strategy with Dunham & Associates?

Yes, clients have the flexibility to make changes to their investment strategy with Dunham & Associates. We understand that financial...

Investment Options

What investment options are available through Dunham & Associates?

Dunham & Associates offers a diverse range of investment options to cater to individual investor needs. Clients have access to a variety...

Investment Approach

What is Dunham & Associates' approach to investment management?

Dunham & Associates' approach to investment management is centered around a disciplined and comprehensive strategy that prioritizes...

Account Requirements

Are there any account minimums with Dunham & Associates?

No, there are no account minimums with Dunham & Associates. We strive to provide equal access to our services and investment options...

Tax Management Policy

What is Dunham & Associates' policy on tax management?

Dunham & Associates prioritizes effective tax management strategies to optimize clients' financial goals. Our policy is centered on...

Help me with my Dunham & Associates customer service issue

Ask any question you have about Dunham & Associates customer service. We will do our best to get you answers right away.
FAQ Table of Contents

Answers for More Companies

Was this page helpful?
Thank you and please share!
Thank you and please share!
Needs work
Sharing is what powers GetHuman's free customer service contact information and tools. You can help!